Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 2,121 institutions that hold shares in the stock, with a total of 510 Million shares, which have been reported (via 13F filing form) to have a value of $63.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
90
shares
|
$11,268
0.0% of portfolio
|
Q2 2023
Reduced 4.26%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
90
shares
|
$11,268
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
90
shares
|
$11,268
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
90
shares
|
$11,268
0.0% of portfolio
|
Q1 2025
Added 38.46%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
90
shares
|
$11,268
0.0% of portfolio
|
Q1 2025
Reduced 81.21%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
89
shares
|
$11,142
0.0% of portfolio
|
Q2 2022
Reduced 97.97%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
89
shares
|
$11,142
0.0% of portfolio
|
Q1 2025
Reduced 95.64%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
89
shares
|
$11,142
0.0% of portfolio
|
Q1 2025
Added 61.82%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
88
shares
|
$11,017
0.01% of portfolio
|
Q2 2022
Added 22.22%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
84
shares
|
$10,516
0.01% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
78
shares
|
$9,765
0.0% of portfolio
|
Q1 2025
Reduced 10.34%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
76
shares
|
$9,515
0.0% of portfolio
|
Q1 2025
Reduced 24.0%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
76
shares
|
$9,515
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
76
shares
|
$9,515
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
76
shares
|
$9,515
0.01% of portfolio
|
Q2 2025
Added 61.7%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
74
shares
|
$9,264
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
73
shares
|
$9,139
0.0% of portfolio
|
Q1 2024
Added 128.13%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
73
shares
|
$9,139
0.0% of portfolio
|
Q1 2025
Reduced 23.96%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
72
shares
|
$9,014
0.0% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
67
shares
|
$8,388
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
62
shares
|
$7,762
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
57
shares
|
$7,136
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
52
shares
|
$6,510
0.0% of portfolio
|
Q4 2024
Added 40.54%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
51
shares
|
$6,385
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
50
shares
|
$6,260
0.0% of portfolio
|
Q1 2025
New holding
|